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PGEOX vs RLBGX
PGEOX vs RLBGX Comparison
Open Charts PGEOX vs RLBGX
George Putnam Balanced A
Price$26.02
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PGEOX vs RLBGX Comparison Chart
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PGEOX vs. RLBGX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PGEOX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. PGEOX (2.14B). RLBGX pays higher dividends than PGEOX: RLBGX (2.23) vs PGEOX (1.58). PGEOX was incepted earlier than RLBGX: PGEOX (88 years) vs RLBGX (16 years). PGEOX (0.93) is less costly to investors than RLBGX (0.25). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEOX has a lower initial minimum investment than RLBGX: PGEOX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. PGEOX (4.77). RLBGX return over 5 years is better than : 40.35 vs. PGEOX (33.75).
| PGEOX | RLBGX | PGEOX / RLBGX | |
| Total Expense Ratio | 0.93 | 0.25 | 372% |
| Annual Report Gross Expense Ratio | 0.93 | 0.25 | 372% |
| Fund Existence | 88 years | 16 years | - |
| Gain YTD | 2.083 | 4.592 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 244B | 1% |
| Annual Yield % from dividends | 1.58 | 2.23 | 71% |
| Returns for 1 year | 4.77 | 5.63 | 85% |
| Returns for 3 years | 39.40 | 33.78 | 117% |
| Returns for 5 years | 33.75 | 40.35 | 84% |
| Returns for 10 years | 71.04 | 60.87 | 117% |
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